Lee Financial’s Palantir PLTR Stock Holding History

Lee Financial’s Portfolio PLTR Stock Details PLTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,701	Closed	-$302K	–	150
2025 Q4	$302K	Sell	1,701 -1,034	-38%	-$187K	0.04%	117
2025 Q3	$499K	Buy	2,735 +297	+12%	+$48.1K	0.06%	113
2025 Q2	$332K	Buy	+2,438	New	+$286K	0.05%	113
2025 Q1	–	Sell	-2,732	Closed	-$207K	–	174
2024 Q4	$207K	Buy	+2,732	New	+$159K	0.03%	170
2024 Q1	–	Sell	-1,010	Closed	-$17.3K	–	640
2023 Q4	$17.3K	Buy	1,010 +1,000	+10,000%	+$17.8K	﹤0.01%	340
2023 Q3	$160	Hold	10	–	–	﹤0.01%	821
2023 Q2	$154	Hold	10	–	–	﹤0.01%	763
2023 Q1	$85	Hold	10	–	–	﹤0.01%	777
2022 Q4	$64	Hold	10	–	–	﹤0.01%	918
2022 Q3	$0	Hold	10	–	–	﹤0.01%	971
2022 Q2	$0	Hold	10	–	–	﹤0.01%	965
2022 Q1	$0	Sell	10 -57	-85%	-$760	﹤0.01%	915
2021 Q4	$1K	Sell	67 -9	-12%	-$199	﹤0.01%	864
2021 Q3	$2K	Buy	76 +66	+660%	+$1.61K	﹤0.01%	640
2021 Q2	$0	Hold	10	–	–	﹤0.01%	686
2021 Q1	$0	Buy	+10	New	+$274	﹤0.01%	509

Other funds holding PLTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lee Financial's PLTR Position: Q1 2026 in Review

Lee Financial sold out of Palantir (PLTR) in Q1 2026, closing a stake of 1,701 shares — an estimated $302K sold.

Lee Financial first reported a position in PLTR in Q1 2021 and held it in 16 quarters. The position peaked at $499K in Q3 2025. 3,004 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

Lee Financial reported no remaining Palantir position as of Q1 2026 after selling out during the quarter.
Lee Financial sold 1,701 Palantir shares in Q1 2026, an estimated $302K.
Lee Financial first reported a position in Palantir in Q1 2021 and held it in 16 quarters.
Lee Financial's Palantir position peaked at $499K in Q3 2025.
3,004 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.